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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,105 | $208,088-8.2% | $186,193+2.6% | $154,746+23.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 1.95% | 89.97%-88.0pp | 78.03%-76.1pp | 172.34%-170.4pp |
| Employer contribution / active EE | $46,190 | $4,340+964.3% | $3,918+1078.9% | $4,379+954.8% |
| Participant deferral / active EE | $28,500 | $7,078+302.7% | $6,513+337.6% | $6,730+323.5% |
| Admin fee / account holder | $451,859 | $11,698+3762.6% | $11,058+3986.3% | $14,365+3045.5% |